Appetite for loans tied to Oracle's data center partnership with OpenAI has diminished, reflecting concerns over credit risk and AI investment scale.

However, there’s something more specific impacting Oracle: bondholders have just initiated a lawsuit concerning possible ...

Oracle patches roughly 230 unique CVEs across more than 30 products with its first Critical Patch Update (CPU) released in ...

Both companies have a lot riding on the success of OpenAI, the leader in large language models.

Fears over Oracle’s AI debt load and OpenAI concentration are overblown — and they mask a massive long-term opportunity, ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

TikTok avoided a US ban after ByteDance finalized a deal creating a majority American-owned joint venture that gives US investors control.

Multicloud interoperability, EU sovereignty compliance, AI adoption dominate enterprise cloud strategies in Europe, ISG Provider Lens® report says ...

Oracle can move AI capacity around fast, but it may not matter.

Michael Burry owns put options on ORCL and shorted shares, criticizing cloud expansion strategy and $95 billion debt load.

Cloud giant Oracle updated its VMware offering to a bring-your-own-license (BYOL) model in line with Broadcom’s VMware Cloud Foundation (VCF) framework.

Oracle Corp (NYSE:ORCL) is trying to balance an ambitious expansion plan with investor skepticism as it builds out its AI ...